LOTUS NOTES 8.5. Making Lotus Notes Work For You. Microcomputer Training Centre

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1 Department of Human Resources and Employee Relations HR Services & Organizational Development LOTUS NOTES 8.5 Making Lotus Notes Work For You Microcomputer Training Centre

2 Microcomputer Training Centre A Joint Training Venture developed by: Microcomputer Training Centre University Information Technology (UIT) Document Title: Created By: Jason Chue Last Revised: April 28, 2011 York University 1 Learning and Development

3 Microcomputer Training Centre Lotus Notes HOW TO KEEP MY MAILBOX TIDY AND ORGANIZED...3 HOW TO ORGANIZE MY MAIL WITH FOLDERS... 3 WHAT TO DO WHEN I GET MAIL... 5 WHAT TO DO WHEN I GET MAIL WITH ATTACHMENTS... 6 WHAT TO DO WITH ATTACHMENTS... 7 REPLYING WITHOUT ATTACHMENTS HOW TO CLEAN UP MY MAILBOX OR ARCHIVE WHY SHOULD I CLEAN UP MY MAILBOX OR ARCHIVE? QUOTAS DELETING MAIL DELETING SENT MAIL DELETING MESSAGES WITH LARGE ATTACHMENTS DELETING FOLDERS DELETING MY OLD CALENDAR ENTRIES EMPTYING MY TRASH FOLDER RECLAIMING SPACE FROM MY HOUSEKEEPING (COMPACTING OF YOUR MAILBOX) MISCELLANEOUS SELECTING MULTIPLE MESSAGES SETTING YOUR SIGNATURE EXPORTING MESSAGES ARCHIVING York University 2 Learning and Development

4 Microcomputer Training Centre How To Keep My Mailbox 1 Tidy And Organized How To Organize My Mail With Folders The fewer s you have in your Inbox, the faster Lotus Notes will respond. To achieve this, you can create folders to organize your and therefore reduce the number of messages in your Inbox. The other primary benefit to this is so that you know where to find your old messages when you need them. To create a folder: 1) Select Folder from the Create menu. 1 Your mailbox consists of your (All messages in every folder including the Trash), your Calendar and To Do. York University 3 Learning and Development

5 Microcomputer Training Centre 2) Type in the folder name and click Ok. York University 4 Learning and Development

6 Microcomputer Training Centre Once you have your folders created, just drag and drop s into the relevant folders or select the s you wish to move, use the Folder Icon button above your list of s and select Move to Folder to organize them. You can also do t he same for multiple s at once. P lease see Selecting Multiple Messages. What To Do When I Get Mail Once you have read an and read it you should do one of the following: Delete the Move it to a folder (if you need to keep a record) York University 5 Learning and Development

7 Microcomputer Training Centre This will help to ensure the number of messages in your Inbox is kept to a minimum. Your Inbox will also become a list of items that need action. You will immediately know what needs your attention. What To Do When I Get Mail With Attachments Once you have read an and read it you should do one of the following: Delete the I don t need the or the attachment. Delete the Attachment and Move the to a folder I don t need the attachment but I need the for future reference. Save the attachment to a network drive for your department, Delete the attachment from the and Delete the I need the attachment for work but I don t need the Save the attachment to a network drive for your department, Delete the attachment from the and Move the to a folder I need the attachment for work and I also need the for future reference NOTE: If you want to keep an attachment that is of a personal nature, DO NOT save it to a network drive. Please Save such attachments locally to your My Documents folder or forward the attachment to your personal . Once that is done Delete the attachment or the . York University 6 Learning and Development

8 Microcomputer Training Centre What To Do With Attachments Deleting Attachments & Keeping The 1) Right click on the attachment and select Delete 2) When prompted for confirmation, click Yes. 3) When you close the you will get prompted to save. Click Yes. 4) Move the to a folder for future reference. York University 7 Learning and Development

9 Microcomputer Training Centre Saving Attachments Outside of My Mailbox 1) Right click on the attachment and select Save and Delete 2) Select the location you want to save the attachment to from the Save in: drop-down box York University 8 Learning and Development

10 Microcomputer Training Centre 3) Browse to the folder you wish to save the attachment in by doubleclicking on the relevant folders in the list 4) Once you are in the desired destination folder, click on Save. 5) When you close the you will get prompted to save. Click Yes. 6) Delete the if it is no longer needed OR Move the to a folder for future reference. NOTE: If you want to keep an attachment that is of a personal nature, DO NOT save it to a network drive. Please save such attachments locally to your My Documents folder or forward the attachment to your personal . Once that is done Delete the attachment or the . York University 9 Learning and Development

11 Microcomputer Training Centre Replying Without Attachments This will prevent the consumption of space within your own mailbox as well as the destination mailbox by omitting unnecessary attachments. 1) Click on the Reply or the Reply To All button above your 2) Select Reply with History Only NOTE: This is especially useful when there is a c hain of replies to an that has an attachment. In this case all the replies in your sent folder and in your Inbox would contain the attachment. If the attachment is 1MB in size and you replied 10 t imes to 9 r eplies from the sender you end up with 20MB (1 original message + 10 responses in your Sent folder + 9 replies back from the other person) of space consumed in your mailbox. York University 10 Learning and Development

12 Microcomputer Training Centre How To Clean Up My Mailbox or Archive Why Should I Clean Up My Mailbox or Archive? Quotas The more mail in your mailbox the slower your will be due to the increasing load on your mailbox. Just like a word file that keeps growing in pages, it takes longer to load and manage. Quotas are set at 1 GB for your Mailbox. Note: your mailbox consists of your (all messages in every folder including the Trash), your Calendar and To Do list. No quota increases are granted clean up or use the Archival system. If you are over quota the system will send you an every 4 hours. When you are over quota both Mail and Calendaring functionality will be limited. If you are approaching quota you will receive the system will send you an every 24 hours. You can see the current size of your mailbox by click the Tools menu then go down to Quota Information Deleting Mail NOTE: Deleting s from any view / folder would completely delete the s. for e.g if you delete an within a folder then it will be completely deleted. It will not appear under "All Documents" or your "Inbox York University 11 Learning and Development

13 Microcomputer Training Centre 1) Select the mail messages you wish to delete. 2) Press the Delete button on your keyboard, or click on the Trash icon or right click and scroll down. and click on Delete. You can select multiple messages to be deleted at once. Please see Selecting Multiple Messages NOTE: If you have a large number of messages to delete it's best to delete less than 300 messages at one time. The number of selected messages is displayed in the lower left corner of the Lotus notes window. Deleting Sent Mail Lotus Notes saves a copy of every you send and keeps it in the Sent folder, attachments and all. As you can imagine, the Sent folder will consume a lot of space over time. It is a good practice to periodically delete sent s you no longer require. Also, be especially mindful to delete sent mail that has large attachments as described above. You may have years of old s that are no longer needed in your Sent folder. Use the method above to select and delete messages in your Sent folder or request an Archival set up. York University 12 Learning and Development

14 Microcomputer Training Centre NOTE: Just as in the Deleting Mail section please do not delete more than 300 messages at one time. The number of selected messages is displayed in the lower left corner of the Lotus notes window. Deleting Messages With Large Attachments Attachments can easily consume the majority of space in your mailbox. Because of this, management of your attachments is particularly important. You should go through each of your folders and det ermine what to do with the attachments therein. Please see sections What To Do When I Get Mail With Attachments and What To Do With Attachments for instructions on how to manage attachments. You can sort the s in a folder by size and deal with the largest ones first. At this point you could select multiple messages (see section Selecting Multiple Messages) and delete them or deal with them individually. Here is how: 1. Click on the folder you want to work on in the left pane. 2. Sort the s on the right by clicking on the Size column header. If this column is not visible click on Sort by default, top right corner and then highlight (hidden) Size. This will sort it in descending order of size. NOTE: Be sure to do this in each of your folders. NOTE: Just as in the Deleting Mail section please do not delete more than 300 messages at one time. The number of selected messages is displayed in the lower left corner of the Lotus notes window. York University 13 Learning and Development

15 Microcomputer Training Centre Deleting Folders IMPORTANT: You must delete all s in a folder before deleting the folder. Please think of a folder in Lotus Notes as a receipt that tells you where you parked your car ( ). If you lose (delete) the receipt (folder) it does not mean your car ( ) has vanished. You can also walk all over the parking lot (mailbox) and eventually find your car ( ) without the receipt (folder). To delete all messages in a folder: 1) Click on the Folder in the left pane. 2) Click on any in the right pane. 3) Press Ctrl + A on your keyboard OR Click on the Edit menu and select Select All to select all messages in the folder. 4) Press Delete on your keyboard. York University 14 Learning and Development

16 Microcomputer Training Centre If you deleted a folder before deleting all the messages only the folder name would have been removed. All the s remain in your mailbox. The only way to remove the is to list all the messages in your mailbox regardless of folder and comb through to find the ones that belonged to that folder and delete them. To list all messages regardless of folder: 1. Click on All Documents in the left pane. All your messages will be listed on the right. Deleting My Old Calendar Entries To delete old calendar entries: 1) Open your Calendar York University 15 Learning and Development

17 Microcomputer Training Centre 2) Click on the More menu and select "Calendar Cleanup ". 3) Specify the age threshold for entries to be deleted. 4) Select Calendar entries and To Do entries. 5) Click OK. York University 16 Learning and Development

18 Microcomputer Training Centre Emptying My Trash Folder Deleting s does not mean they are out of your mailbox just yet. They go to your Trash folder. T his is so you can recover deleted s just in case you accidentally deleted something you did not intend to. Once you are sure that the items deleted are indeed worthy of deletion, you should empty the trash. T his will allow the space to be r eclaimed and y our mailbox size will be reduced once the server compacts your mailbox. To empty the trash: 1) Click on the Trash folder on the left. 2) Click on the Empty Trash button. York University 17 Learning and Development

19 Microcomputer Training Centre Reclaiming Space From My Housekeeping (Compacting of Your Mailbox) After you have deleted s/attachments and you have emptied your trash your mailbox size will not immediately decrease. The free space created from emptying your trash is reclaimed by Lotus Notes in its compacting process. Compacting occurs automatically every Friday for mailboxes that have 10% or more free space. Miscellaneous Selecting Multiple Messages Please pay careful attention to this section as it will assist you in doing many of the things described in this document in a more efficient and less time consuming manner. This is useful when deleting or moving several messages at once. To select all messages in a folder, open the folder then press CTRL+A OR go to the Edit menu and click on Select All. York University 18 Learning and Development

20 Microcomputer Training Centre You can also select multiple s at once by individually clicking in the white area just to the left of the to select it (a checkmark will appear for each of the selected messages). To select several consecutive mail messages click and drag up or down in the white area to the left of your message list (checkmarks will appear for the selected messages). You can also achieve the same result by clicking on a message then holding down the shift key while pressing the up or down arrow on the keyboard. York University 19 Learning and Development

21 Microcomputer Training Centre Setting Your Signature An signature is a short bit of information that gets appended to the end of every you send. Because it is on every you send, the signature needs to consume as little storage space as possible. We recommend that only text based content be included in your signature. T ypically, people use this to provide their name and contact information. To set your signature: 1) From the Actions menu, select More and click on Preferences 2) Click on the Signature tab. York University 20 Learning and Development

22 Microcomputer Training Centre 3) Check the box for Automatically append a signature to the bottom of my outgoing messages. 4) Make sure T (Text) is selected. 5) Type your signature in the space provided and click OK. NOTE: It is possible to have a more elaborate signature, however this is not recommended. This would involve creating a separate file on your computer in HTML (Web) format. Thi s signature will only be usable from the computer that this HTML file is stored on and is not available from webmail. An HTML signature will greatly increase the storage space used by each and every you sent, especially if an image is included. York University 21 Learning and Development

23 Microcomputer Training Centre Exporting Messages You can save an individual message or multiple messages to a single text file on your computer by using the export function. 1) Select the message(s) you wish to save 2) From the File menu Click on Export 3) Enter a File name and leave the Save as type: Structured Text 4) Select the Location you wish to save it to in the Save in: drop-down box. York University 22 Learning and Development

24 Microcomputer Training Centre 5) Browse to the folder you want to save the file in using the list. 6) Provide a File name and Click on Export. You will be able to open the resulting saved file with Notepad or any other text editor application. Archiving Your archive mail file quota is 4GB. Archiving may be requested for all mailboxes. 365 days is the standard archiving policy but upon request, can be set to either 180 or 90 days. This means, all messages older than xxx days will be moved out of your mailbox folder structure and placed into your archive with an identical folder structure. T hese messages can easily be accessed by opening your archive. This will help to keep your primary mailbox small, speedy and efficient. To open your archive via the Lotus Notes Client: 1) Click on Archive in the left pane. York University 23 Learning and Development

25 Microcomputer Training Centre (2) Click on Archive Criteria XXD - XXX Archive Quota Go to File Application Properties; Then click on the Information Tab, and you will see Disk Space used...then click on the percentage used; then multiply the disk space by the % used to get the size i.e. 409 *.961 = 393 MB York University 24 Learning and Development

26 Microcomputer Training Centre To open your archive via the Web: Open an Internet browser and go to the address cashel.notes.yorku.ca/archive/a_<your username>.nsf. Please substitute your actual username for <your username> in the address given. For example, If your is the address for your archive will be cashel.notes.yorku.ca/archive/a_jchue.nsf. To download this manual or the Lotus Notes Webmail version of this manual, please visit: York University 25 Learning and Development